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Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand...
Wednesday 11 November 2026
Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty
Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery...
Wednesday 11 November 2026
China's AI data center boom reveals a missing link
China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...
Wednesday 11 November 2026
TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy
Taiwan Semiconductor Manufacturing Company (TSMC) approved three strategic investment plans on November 10. This includes committing up to US$500 million each to Anthropic and OpenAI...
Tuesday 10 November 2026
Qisda ramps up AI investment, sees data-center slowdown as short-term
Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component...
Tuesday 10 November 2026
SoftBank Group, Grab, PETROS commit US$1.85 billion to Malaysian AI infrastructure
SoftBank Group, Grab, and Petroleum Sarawak Berhad (PETROS) have entered into joint development agreements to deploy US$1.85 billion in initial seed capital for large-scale artificial...
Tuesday 10 November 2026
SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control
SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling...
Tuesday 10 November 2026
Nvidia, SPIL target CPO volume shipments in 2027
AI infrastructure investment is accelerating the shift toward optical connectivity, as rising data-center traffic exposes the power and bandwidth limits of conventional electrical...
Tuesday 10 November 2026
Phison locks in 70% of its 2027 NAND supply as AI demand surges
Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, tightening NAND Flash supplies and intensifying competition for high-capacity triple-level...
Tuesday 10 November 2026
CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network
Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment...
Tuesday 10 November 2026
TIER sees Taiwan growth slowing to 6.45% in 2027
Taiwan's growth is expected to ease in 2027 as a surge in AI-related exports and business investment lifts this year's comparison base. However, continued spending on AI infrastructure...
Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum...
Tuesday 10 November 2026
Taiwan telecom leader pledges more film, TV investment as OTT competition intensifies
Chunghwa Telecom (CHT) is expanding its investment in film and television content as competition in Taiwan's over-the-top (OTT) market intensifies. The Chunghwa Digital Cultural and...
Tuesday 10 November 2026
Winbond sees AI data center buildout largely secured through 2028, flags 2029 as possible turning point
Winbond Electronics chairman Arthur Chiao said the AI data center buildout planned by major cloud service providers (CSPs) for 2027 and 2028 is largely secured, with funding, land,...